UDFS Communication/Training Team Minutes

December 16, 2002

In attendance: Paul Anderson, Peggy Bottorff, Michelle Broadway, Julie Burton, Chris Cook, Al Fanjoy, Bill Fitzpatrick, Steve Grasson, Lisa Huber, Ginger Knutsen. Ellen Lepine, Tim Miller, Dee Smith, Linda Somers, Amy Taylor, Andrew Viehman (Crestone)

Minutes this time: Al Fanjoy

Minutes next time: Steve Grasson

GENERAL MEETING MINUTES:

Next Meeting: January 6

NO MEETING on December 23

 

Labor Allocation Module (LAM)

Expected (but not by July 1) to handle encumbrance tracking again, and more flexibly than before PeopleSoft-HR. Entries will allow for any start/end dates and changeable distribution among funding sources.

 

Four COMM Team members will attend a meeting of LAM developers on Jan. 13 and offer input into the initial design from their own perspective as users:

Tim Miller, Dave McCarren, Julie Burton & Linda Somers (in addition to Peggy and Ellen who already attend those meetings regularly).

 

HR-PeopleSoft upgrade & BTA

Even though the HR system will be upgraded by Budget Turnaround, and within that system the new Chart of Accounts will be in place, it is expected that the business of BTA will still be conducted in the old account structure and nomenclature. HRSA feels this will be less confusing to end users, and make for fewer errors, even though it means their staff will have to perform translations from old to new system during input transactions.

 

FIDEV access

While we expected that all COMM team members would have access to this system by about now, it has been delayed by data corruption and performance issues. Performance is substantially worse when accessed from Hullihen than anywhere else. When access is granted, it will probably be to one of two instances of the application with real UD data being added to each gradually. One instance will be only for the Reporting Team's use; the other for all other testers/trainers. That second instance will be occasionally overwritten by the first, so we should not expect saved queries to be preserved for any length of time.

 

Training Plan

Rick McCauley will meet on January 8 with Peggy and Ellen to make his suggestions as to training plan priorities.

 

Revisiting the "Training Options" list and priorities, we continued discussion of general approaches to training, we reordered some of the items recognizing dependencies on pre-written reports and applications not yet available, and we itemized a category of "Readiness Training" topics that could be covered even absent any UD data/forms/transaction processing.